Briaud Financial Planning, Inc Ishares Core S&P 500 ETF Transaction History

Briaud Financial Planning, Inc

$194 Million
Q3 2024

A detailed history of Briaud Financial Planning, Inc transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Briaud Financial Planning, Inc holds 2,900 shares of IVV stock, worth $1.73 Million. This represents 0.86% of its overall portfolio holdings.

Number of Shares

2,900

Previous 2,900 -0.0%

Holding current value

$1.73 Million

Previous $1.59 Million 5.42%

% of portfolio

0.86%

Previous 0.92%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 03, 2024	BUY	$469.56 - $525.73 $1.36 Million - $1.52 Million	2,900 New	2,900 $1.53 Million
Q3 2022 Nov 04, 2022	SELL	$358.65 - $432.04 $285,844 - $344,335	-797 Reduced 21.56%	2,900 $1.13 Million
Q2 2022 Aug 11, 2022	SELL	$366.99 - $458.8 $44,772 - $55,973	-122 Reduced 3.19%	3,697 $1.4 Million
Q1 2022 May 03, 2022	SELL	$418.06 - $479.84 $1.02 Million - $1.17 Million	-2,436 Reduced 38.94%	3,819 $1.73 Million
Q1 2021 May 05, 2021	BUY	$370.22 - $398.75 $2.18 Million - $2.34 Million	5,880 Added 1568.0%	6,255 $2.49 Million
Q4 2020 Jan 27, 2021	SELL	$327.62 - $375.39 $2.44 Million - $2.8 Million	-7,451 Reduced 95.21%	375 $2.9 Million
Q1 2020 Apr 22, 2020	BUY	$224.65 - $339.88 $15,950 - $24,131	71 Added 0.92%	7,826 $2.02 Million
Q4 2019 Jan 30, 2020	BUY	$289.63 - $324.32 $2.25 Million - $2.52 Million	7,755 New	7,755 $2.51 Million

Others Institutions Holding IVV

# of Institutions

3,444

Shares Held

687M

Call Options Held

1.45M

Put Options Held

1.1M

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Briaud Financial Planning, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Briaud Financial Planning, Inc with notifications on news.

Account

Briaud Financial Planning, Inc Ishares Core S&P 500 ETF Transaction History